Meet our team of
industry experts

Peter is responsible for writing, producing and strategizing Cadro’s creative content. Formerly a breaking news journalist and book editor, he has over a decade’s experience creating things on-the-go and getting stuff done.

Julie spent 20 years in financial services as an accountant, investment banker and wealth manager, before taking a break to raise two kids. She has the organisational skills of a soldier ant and she is adept at turning her hand to whatever comes her way.

Emily is responsible for supporting the client and investment teams, and regularly presents videos for Cadro’s creative output. Bold, positive and energetic, Emily is used to solving problems and thinking on her feet. She is currently completing her Level 4 CISI exams.

Harry advises private clients and families in wealth management. A former British Army officer, he now specialises in running portfolios for individuals, trusts and pensions, and works closely with external advisers, including financial planners and investment consultants, regarding the transfer of wealth between generations.

Charlotte is Cadro's executive Personal Assistant, managing the diaries, scheduling and planning for the Co-founders and the company's internal administration. Efficient, proactive, and armed with a keen eye for detail, she brings a wealth of experience organising senior personnel, and whipping offices into shape.

Edward manages Cadro's legal affairs. Called to the bar in 1999, he brings over two decades of financial services legal and regulatory experience to the team, following senior roles at multinational institutions. In addition to being a Chartered Fellow of the CISI, Edward is a full member of STEP, with extensive working knowledge of trusts and offshore tax and regulation. He is a Fellow of the Chartered Governance Institute, with expertise in board level governance. He is also Cadro's Anti Money Laundering (AML) Compliance Officer, overseeing all aspects of the company's regulatory compliance.

Evan has broad experience with private clients across wealth management and private equity investing. He specialises in strategies for high-net-worth and ultra-high-net-worth individuals, and family offices. Evan is also responsible for active and passive fund research across all Cadro portfolios.

Christian leads Cadro’s operations team, ensuring protocols for managing the flow of client assets, performance data and system integration with the Cadro app. With over 20 years’ experience in financial services, Christian is also a talented builder, and his super-power is making sure broken things get fixed.

Ajay is responsible for private equity and venture capital investing at Cadro. He has over a decade’s experience investing in global private equity and venture capital funds across primaries, secondaries, and co-investments on behalf of public and private institutions. Ajay sits on Cadro’s Investment Committee.

David oversees Cadro’s investment team, chairing all investment-related committees. He has worked in London, Cardiff, Edinburgh, New York and Paris, in roles spanning fintech, banking, insurance, and asset management. Outside of Cadro, he sits on Wealthify’s Investment Committee, and the Investment Committee for the Royal Company of Merchants of the City of Edinburgh, one of Scotland’s largest education charities. He is an adjunct-lecturer in finance at Heriot Watt University.

Gregor has 30 years of experience in the software industry, in which he’s held several chief operational and executive roles. He is passionate about working with empowered teams to build good products, and has extensive experience helping entrepreneurs and business leaders in operational efficiency, scaling, change management and technical leadership.

Kathleen is currently completing her Level 4 CISI exams, after which she will be advising private clients and families in wealth management. Originally from South Africa, Katheen’s varied career to date spans roles in wealth management, fintech and Private Equity. She will assist Cadro’s advisory team running portfolios and managing relations with the firm’s external advisers, including financial planners and investment consultants, regarding the transfer of wealth between generations.

Tamara leads Cadro’s tech architecture, drives the integration of the company’s tech stack components and supports the operations and product management teams. She is a highly organized software engineer and leader with over 10 years’ experience working for start-ups and big tech corporations. She is a mother of three boys and nothing scares her.